With a career rooted in accounting since 2007, I've cultivated a profound understanding of end-to-end financial processes. Having served in various accounting capacities over the years, my journey has been a testament to adaptability and continuous growth. In my current role as Project Manager, I leverage my extensive accounting background to lead impactful projects. Through a customer-centric approach, I ensure that the projects I manage not only meet but exceed expectations, driving tangible value for our clients.

• Customized Accounts Payable/Receivable processing per client specifications• Reconciliation of AR and AP in education and retail sectors• Billing and Collections using programs Microsoft Dynamics Nav, QuickBooks and Club Select• Cash applications and journal entries to clear ledger balances• Vendor payment processing in accordance with CFO approvals• Dispute resolution on billing and payment inquiries• Customer database maintenance• Customized daily, weekly and monthly reporting• Investigate and resolve customers queries

• Created AR functionalities for position and SOP for multi- departmental processes involving AR• Account reconciliation using programs Microsoft Dynamics Nav, QuickBooks and Leaf Link for billing and collections• Research and resolve invoice disputes and other billing inquiries from customers• Investigate and resolve customers queries• Support global sales teams concerning billing and contracts• Maintain and update customer files and ledgers• Identify and collaborate on solutions for billing and AR process deficiencies• Create, maintain, and distribute daily, weekly and monthly reporting• Work cross-functionally with sales and operations as needed• Increase of productivity caused 30 day assignment to continue for 1 year

• Manage $10-$12M portfolio with customers of varied credit exposure• Research and formulate sound credit decisions by utilizing various databases and/or financial statements to determine a customers' credit worthiness • Analyze customer accounts to pinpoint issues driving delinquent balances and billing concerns• Guarantee continuity of cash flow to minimize DSO• Prepare high level weekly/quarterly reports for management detailing issues and milestones • Assist other credit analysts with procedural and customer issues• Collaborate with sales and operations to meet customer requests and effectively negotiate with sales when alternative solutions are needed.

Research and analyze accounts prior to initiating debtor contact, examine historical data, evaluate past collection efforts.Large amount of time researching invoice from initial contact by client through final billingMake arrangements for payments to bring account current and follow up to ensure obligation is satisfiedUse available resources and skip tracing techniques to ascertain locations of persons responsible for past due invoicesCollect credit card information for immediate processing of past due invoicesRecommend accounts to have services suspended for lack of paymentEnsure the performance standards are met and maintained for past due percentages on the daily metricsCreate daily report based on payments received and update past due client accountsPerform other assigned tasks and duties necessary to support the Accounts Receivable Department including but not limited to billing, cash applications, filing, and researchAt 31 days contact client to verify they have all documents required to pay invoice and remind them of past due statusUpdate sales team through weekly spreadsheet of delinquent clientsCreate and distribute client subscription list to CSM with status of past due subscription invoices Enlist efforts of the sales and senior management when necessary to accelerate the collection process Process client refunds and credit memos including getting senior management approvalReview account adjustments, resolve client discrepancies and short payments.Report to senior management weekly with status of accounts in collectionRun weekly cash receipts report to ensure payment of invoices was applied to correct invoice per the remittance from the clientSend CRM’s spreadsheet of their individual clients in collections to get an update on any problems before it reaches 60 days past dueResearch and analyze accounts with over payments, misapplied payments, etc.

Billing for all Houston Sales Rep's customers.

•Responsible for applying cash receipts to customer accounts using MAS 90•Electronic and third party billing using such systems as Oracle, SAP, Ariba, etc.•Prioritizing accounts and workflow to meet management goals. Communicating work in progress and final collection disposition to the appropriate staff. •Provide excellent customer service for collection issues, process customer refunds, account adjustments, and reconciling customer disputes of outstanding balances.•Execute month end journal entries, accruals and account reconciliation•Analyze credit data to determine the degree of risk involved in extending credit to new customers•Relief of receptionist by manning multi-line phone, the front desk and invoicing customers•Reduced delinquency by 25% in 6 month span with more efficient system of communication with problem accounts.•Reconciled 7 year discount problem with largest Canadian customer through communication with the sales managers and credit department.

Field telephone calls in the executive officePerform administrative and office support activities for multiple supervisorsAssist in screening process of potential employeesMaintain invoice recordsAssist with Customer Service complaints

Continuity of education in the absence of the regular teacherLong term position at Willowridge High teaching Algebra I (06-07 school year)Prepare for classes and show written evidence of preparation upon request of supervisorAssess the accomplishments of the students on a regular basis and provide progress reportsMaintain accurate, complete, and correct records as required by the district Participate in district staff development and serve on staff committees